AFP Orange County
Chapter Meeting, Luncheon Presentation
& Fundraising Fundamentals Seminar
Tuesday, January 26, 2010

Luncheon Presentation - Noon

Creating a Legacy Family
How to Inculcate Philanthropy Across Generations
Doug Freeman, J.D.

“My kids were born on third base and thought they hit a triple.”
“I’ve built a multi-million dollar business. Why can’t I jump start my own kids?”

We know the names of many financially successful but failed families. How is it that other equally financially successful families have been able to perpetuate their success, while raising productive, contributive, and caring descendants, for many generations after the wealth was created? Join us as we hear from Doug Freeman, J.D. of First Foundation Advisors and learn how we can help our most fortunate donors to become “legacy families.”

Doug Freeman is Chairman of First Foundation Advisors and provides strategic planning and organizational management advice for nonprofit, foundation and family clients. He has consulted more than 250 family foundations and public charities and is currently a director of seven family or independent foundations. He has authored books on philanthropy and his most recent is “Legacy Families...A Family for the Generations.”

Fundraising Fundamentals - 10:30 a.m. - 11:30 a.m.

Non Profit 360 - Sometimes, the Best Advice Comes from Your Peers

In this test of a concept, we will invite two non-profit executives to present a "problem" they are trying to overcome at their organization.  They will present five minutes of problem, background and solutions they have attempted. Then we will turn to you - the audience - for more solutions, more ideas and more imagination to tackle the problem.Join us for a unique, interactive Fundamentals session as we help each other conquer the world!

If you would like to have your nonprofit be one of the two case studies – send information to Scott Evans via email at sevans@pcrf-kids.com

Our Meeting Sponsor - Kevin Von Luft - PlanMember Services

PlanMember Services
Working with non-profit organizations and small businesses to install complete retirement plan solutions.

Kevin Von Luft is a registered rep with PlanMember Services, a full service retirement planning broker/dealer and together with his father they have over 35 years of experience with installing retirement plans and retirement planning. Working with non-profits, small business and individuals they focus on personal attention, and have a comprehensive product platform to meet the complicated demands put on organizations in administering retirement plans. Kevin is also a licensed Realtor with certifications to help clients with home foreclosure and short sales scenarios. Kevin can be reached at 800-818-7508 or via email at kevinvonluft@planmembersec.com .

Event Specifics:

Special Note:

• AFPOC must provide our meeting guarantee by Noon on the Friday before the meeting. We will be assessed a service charge for late reservation/walk-in lunches. The event venue strives to provide us with the best quality service and has asked for our cooperation. Reservations received after the Friday Noon deadline, including walk-ins at the meeting, will be assessed a $10 late fee.

Please Note:

• Payment must be received with luncheon pre-registrations (either by credit card or check).

• We do not accept pre-registrations without payment.

• You may use a credit card to hold a reservation if you wish to pay by check onsite.

• If registrant does not show, the regular rate will be charged to credit card used to hold reservation.

• If final payment for pre-registration is not received by the Friday prior to the luncheon, registrant must pay onsite fee.

• If registrant cannot pre-pay with pre-registration, registrant must pay onsite with the onsite rate.

• Sorry, we cannot take reservations over the phone. The AFPOC office must have formal documentation of your registration (either by online registration, fax registration form or mailed registration form). This will ensure that your registration gets properly processed.

• If you need to cancel your registration, you must let us know on the Friday prior to the luncheon. If you do not let us know, and you do not show, you will be charged. (AFPOC must still pay for your lunch even if you do not show).

• AFP Membership is an individual membership. A non-member/guest cannot take your place at the luncheons. He or she must register separately at the non-member price.

• Please be sure to return your name badge after the luncheon session in the provided baskets.